Downshift Financial’s Prudential PUK Stock Holding History

Downshift Financial’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.53K	Buy	+169	New	+$4.93K	﹤0.01%	365

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Downshift Financial's PUK Position: Q2 2026 in Review

Downshift Financial opened a new position in Prudential (PUK) in Q2 2026: 169 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

277 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Downshift Financial held 169 shares of Prudential worth $4.53K as of Q2 2026.
Prudential was a new Downshift Financial position in Q2 2026.
Prudential made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #365 holding.
277 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.